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Wells Fargo

1,994 hedge funds and large institutions have $108B invested in Wells Fargo in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 749 increasing their positions, 839 reducing their positions, and 216 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.81% more ownership

Funds ownership: 72.34%73.16% (+0.81%)

7% less funds holding

Funds holding: 2,1411,994 (-147)

11% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 839

16% less funds holding in top 10

Funds holding in top 10: 8370 (-13)

28% less call options, than puts

Call options by funds: $2.32B | Put options by funds: $3.21B

30% less capital invested

Capital invested by funds: $155B → $108B (-$46.4B)

55% less first-time investments, than exits

New positions opened: 98 | Existing positions closed: 216

Holders
1,994
Holders Change
-147
Holders Change %
-6.87%
% of All Funds
33.59%
Holding in Top 10
70
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-15.66%
% of All Funds
1.18%
New
98
Increased
749
Reduced
839
Closed
216
Calls
$2.32B
Puts
$3.21B
Net Calls
-$890M
Net Calls Change
+$235M
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1001
N.E.W. Advisory Services
Wisconsin
$943K -$32.2K -733 -3%
CA
1002
Claris Advisors
Missouri
$943K -$351 -8 -0%
PFGIA
1003
Patriot Financial Group Insurance Agency
Massachusetts
$943K +$117K +2,674 +12%
P
1004
Pitcairn
Pennsylvania
$928K +$337K +7,689 +48%
TCPWM
1005
Traverso Chambers Private Wealth Management
California
$926K +$267K +6,095 +35%
NEI
1006
Northwest & Ethical Investments
Ontario, Canada
$926K
F
1007
F3Logic
Minnesota
$925K +$1.04M +23,622 New
NL
1008
NVWM LLC
Pennsylvania
$924K +$17.1K +389 +2%
LSAG
1009
Lake Street Advisors Group
New Hampshire
$917K -$41.8K -952 -4%
CC
1010
Courier Capital
New York
$908K -$43.8K -999 -4%
LWCFA
1011
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$907K +$1.05K +24 +0.1%
RCAG
1012
Rehmann Capital Advisory Group
Michigan
$906K -$29.3K -668 -3%
EH
1013
Equitable Holdings
New York
$906K +$88 +2 +0%
CS
1014
Comerica Securities
Michigan
$903K +$329K +7,501 +48%
ASBI
1015
American State Bank (Iowa)
Iowa
$903K +$45K +1,026 +5%
FPCP
1016
Fort Point Capital Partners
California
$901K +$1.8K +41 +0.2%
CPO
1017
Cerity Partners OCIO
New York
$900K -$191K -4,362 -16%
BHB
1018
Bank Hapoalim BM
Israel
$897K -$300K -6,833 -23%
EM
1019
Excalibur Management
Massachusetts
$894K -$137K -3,128 -12%
BAAM
1020
Baker Avenue Asset Management
California
$894K -$37K -843 -4%
DS
1021
DRW Securities
Illinois
$894K +$671K +15,290 +203%
PP
1022
Paloma Partners
Connecticut
$892K +$221K +5,033 +28%
WA
1023
WP Advisors
California
$891K +$23K +524 +2%
SWA
1024
Stratos Wealth Advisors
Ohio
$887K -$26.3K -600 -3%
AW
1025
Alaethes Wealth
Nevada
$883K +$8.34K +190 +0.8%

WFC Hedge Fund Activity: Q2 2022 in Review

1,994 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2022, worth a combined $108B — down 30% from $155B a quarter earlier.

Sellers outnumbered buyers: 216 funds closed out of WFC and 98 opened new positions — a net loss of 118 holders — while 839 trimmed existing stakes and 749 added.

The largest buyer was Ameriprise, adding an estimated $819M. The largest seller was State Street, cutting an estimated $687M.

  • 1,994 institutional investors held Wells Fargo (WFC) as of Q2 2022, down from 2,141 in Q1 2022.
  • Funds reported $108B of Wells Fargo stock for Q2 2022, down 30% quarter-over-quarter.
  • 98 funds opened new Wells Fargo positions in Q2 2022 and 216 closed out, a net change of -118 holders.
  • The largest Wells Fargo buyer in Q2 2022 was Ameriprise, an estimated $819M added.
  • The largest Wells Fargo seller in Q2 2022 was State Street, an estimated $687M sold.

Based on aggregated 13F filings for Q2 2022.